1. When you first enter the Knowledge Base module, the three tabs allow you to search Active records, to browse all records (what most of you use a lot), and to Add records or Edit specific records. Select that Add/Edit tab if you want to create a brand new record for the KB, not from a submitted Q&A. You don’t need to worry about selecting the GKB at this point.

2. As with the edit form you are used to, the top portion are the Required fields. As you can see, you can select the “requesting institution” and “responding institution” (next slide), which you cannot do when editing.

3. If copying a question from another GKB record, you’ll probably want to fill out some Optional fields, like the dates requested and answered (next slide). Be sure to check the QP Global Reference Network box, indicate Submit or Review or Activate, and click Make Public. Go on to Optional fields.

4. This is a view of the entire optional section
This is a view of the entire optional section. Note that on this Add form, you can assign only one Subject and Broad Class. To assign more, you’d need to update the record after activating it.
After completing all fields, you can Create Record, which assigns a number. If you indicated Activate on the required part of the form, it will be indexed at this time. If there is still more work you want to do, you can Save Draft and return later by clicking on the My Drafts link under the Add/Edit tab (see slide 2).

5. After creating the record, your screen redisplays with the green box and checkmark. The new KB record number is also displayed. Please note that even if you indicated Activate when creating the record, this message says “Submitting.” But the record has indeed been added to the GKB and made Active there.